Todd D. Bramson,
CFP®, CLU, ChFC, CFS
Senior Partner*
Phone: (608) 271-3669, ext. 218
Toll Free - (888) 655-8092
Fax: (608) 271-3564
E-mail: todd.bramson@northstarfinancial.com
When you click this link you will be leaving our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.
Information in this section is not to be considered a recommendation or an offer to purchase any product.
Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.
In his 23 years with North Star Resource Group, Todd has developed a national financial planning practice with clients in most states. He believes,“If the trust is there, the miles don’t matter.” His practice has grown exclusively by referrals from satisfied clients. Todd specializes in wealth management for physicians, medical professionals, and business owners. However, clients in all fields are welcome! Send an email or call to visit with Todd to determine if his services would be appropriate for you.
Todd has also prepared a four minute multimedia presentation that runs on your computer. Click on the graphic above to request a copy. He is offering to give you a second opinion on your financial plan. |
|
SERVICES
- Asset Protection Strategies
- Tax Planning and Tax Minimizing Strategies1
- Life/Disability Insurance Design and Selection
- Investment Consultation2 and Planning2
- Employee Benefit Analysis and Coordination
- Home Purchase Analysis
- College Education and Retirement Analysis
- Student Loan Management, Deferment, and Consolidation
- Retirement Strategies, Including Rollovers
- Analyzing Employee Benefit Packages
- Estate Planning and Charitable Gifting Strategies
- Budgeting Basics and Cash Flow Management
- Net Worth Determination and Analysis
Return to Top
POTENTIAL BENEFITS
- Increased Knowledge of Financial Issues
- Improved Sense of Short- and Long-Term Financial Direction
- Effective Handling of Financial Issues
- Potential Tax and Insurance Savings
- Development of a Solid, Long-Term Professional Relationship with a Trusted Financial Advisor
1Specific tax and legal consequences should be verified by your tax advisor and legal counsel.
Return to Top
QUALIFICATIONS & AWARDS
Todd earned North Star Resource Group’s highest award—The Medal of Honor, recognizing service, selflessness, and leadership. Todd noted, “To be selected for this award is one of the highlights of my career.”
Todd has all of the qualifications expected of a professional experienced Advisor, including his CFP® (CERTIFIED FINANCIAL PLANNERTM practitioner), ChFC (Chartered Finanancial Counselor), and CLU (Chartered Life Underwriter) designations. In addition, he is very active in the community including his church, Blackhawk Country Club, and the Evans Scholars Alumni Foundation.
He has earned a reputation as an exceptional instructor, author and speaker, having recently been quoted in Medical Economics. He was also “the financial expert” on the local NBC station, having provided almost 130 segments on their Live 5:00 p.m. broadcast. Todd was featured in all six (August 2000, December 2002, and November 2004, 2006, 2008, 2009) issues of Medical Economics, under their exclusive list, "The 150 best financial advisers for doctors." In June 2004, he spoke at the prestigious Million Dollar Round Table, giving a presentation to 1,350 financial advisors from around the world.
Click here to read Todd's 2009 Medical Economics' article, "6 Times in a Row."
Return to Top
MENTORSHIP PROGRAM
Over the past few years, Todd initiated a “Mentoring Fellowship” program. This is designed to help select financial advisors grow and build their businesses. It allows Todd to share his passion and his 25 years of wisdom in this industry. The current participants in the exclusive program are: (Click a name to be directed to that associates e-card).
- Jesse Karich, Minneapolis, MN
- Ryan Keshemberg, Madison, WI
- Mike Merrill, Portland, OR
- Anders Ramstad, Portland, OR
- Jeff Turton, Albuquerque, NM
- Jon Ylinen, Madison, WI
Return to Top
A Premier Resource Group (PRG) member. PRG is a national best practices and marketing network of successful financial advisors with annual qualification requirements.
WEBINARS
Todd hosts periodic Webinars that you can attend from the comfort of your own home or office. Please consider joining one of these by clicking the link below or by contacting Todd’s practice coordinator, Somer Mansur for more information about the Webinars. She can be reached by phone at (608) 271-3669, ext. 224 or email somer.mansur@northstarfinancial.com.
Click here to view our Webinar invitation, Real Life Financial Planning for the Medical Professional.
Return to TopUpcoming Webinar Dates (8:00 p.m. Central Standard Time)
REAL LIFE FINANCIAL PLANNING BOOK SERIES
Todd is the creator and author of the Real Life Financial Planning book series which now includes twelve books, each focusing on the financial needs of different professions.
(Click one of the pictures below to receive your complimentary copy!)
|
|
|
|
Real Life Financial Planning
|
Real Life Financial Planning for the New Physician
|
Real Life Financial Planning for the Young Dental Professional
|
Real Life Financial Planning for the High Income Specialist
|
Real Life Financial Planning for Young Lawyers
|
Real Life Financial Planning with Case Studies
|
Real Life Money Management for Young Pharmacists
|
Real Life Financial Planning For Medical Professional
|
Real Life Financial Planning with Case Studies for Women
|
|
|
Return to Top
TODD'S SERVICE TEAM
You may also contact Todd’s staff for your service needs:
Direct Line: (608) 271-3669 ext 224
Greg Halat, Investment Coordinator:
greg.halat@northstarfinancial.com
Direct Line: (608) 271-3669 ext 273
Return to Top
Do you have a question for Todd?
Click Here:
When you click this link you will be leaving our web site. You will be viewing material from another web site that may not be regulated under the same standards as Registered Securities Firms/Broker-Dealers.
Information in this section is not to be considered a recommendation or an offer to purchase any product.
Our company makes no representation as to the completeness or accuracy of the information provided at these sites. We accept no liability for any direct or consequential loss arising from any use of this information or its content. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites.www.asktoddbramson.com
Return to Top
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
North Star Resource Group
2945 Triverton Pike Drive
Suite 200
Madison, WI 53711
(608) 271-3669, Extension 218
North Star Consultants, Inc.
Insurance Products & Services
2CRI Securities, LLC
Securities & Investments
2Securian Financial Services, Inc.
Variable Products & Securities
North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.
165009/03-10
Return to Top
